VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 24 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $330,396 | -1.0% | 2,523 | +4.6% | 0.03% | 0.0% |
Q2 2023 | $333,738 | +5.6% | 2,412 | +2.3% | 0.03% | -3.4% |
Q1 2023 | $315,997 | -5.3% | 2,357 | -4.5% | 0.03% | -14.7% |
Q4 2022 | $333,644 | -44.9% | 2,467 | -50.5% | 0.03% | -2.9% |
Q3 2022 | $606,000 | -5.9% | 4,983 | +0.1% | 0.04% | -5.4% |
Q2 2022 | $644,000 | -10.1% | 4,977 | +4.1% | 0.04% | +5.7% |
Q1 2022 | $716,000 | +90.9% | 4,781 | +92.2% | 0.04% | -5.4% |
Q4 2021 | $375,000 | -14.8% | 2,487 | -20.6% | 0.04% | -17.8% |
Q2 2021 | $440,000 | -0.5% | 3,134 | -4.4% | 0.04% | -23.7% |
Q1 2021 | $442,000 | +28.9% | 3,278 | +13.6% | 0.06% | +18.0% |
Q4 2020 | $343,000 | +23.8% | 2,886 | +5.9% | 0.05% | +11.1% |
Q3 2020 | $277,000 | +8.6% | 2,726 | +2.3% | 0.04% | -2.2% |
Q2 2020 | $255,000 | -12.4% | 2,664 | +9.0% | 0.05% | +4.5% |
Q4 2019 | $291,000 | – | 2,443 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Waverly Advisors, LLC | 516,157 | $57,469,000 | 8.56% |
FORTE CAPITAL LLC /ADV | 191,509 | $21,323,000 | 6.80% |
Money Design Co.,Ltd. | 245,577 | $27,343,000 | 6.51% |
BHK Investment Advisors, LLC | 95,909 | $10,678,000 | 6.07% |
Dougherty Wealth Advisers LLC | 18,546 | $2,065,000 | 5.83% |
Summit Financial, LLC | 298,565 | $33,423,169,000 | 5.64% |
Jacobi Capital Management LLC | 230,464 | $25,660,000 | 5.21% |
Shakespeare Wealth Management, LLC | 72,324 | $8,053,000 | 5.20% |
Betterment LLC | 7,455,727 | $830,121,000 | 4.71% |
DERBY & COMPANY, INC | 80,227 | $8,932,000 | 4.52% |